GC Wealth Management RIA’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Buy
40,810
+25,849
+173% +$1.12M 0.14% 147
2025
Q1
$636K Buy
+14,961
New +$636K 0.12% 155
2024
Q4
Sell
-134,921
Closed -$5.86M 315
2024
Q3
$5.86M Sell
134,921
-43,019
-24% -$1.87M 1.02% 21
2024
Q2
$7.51M Buy
177,940
+53,211
+43% +$2.25M 1.48% 12
2024
Q1
$5.31M Buy
124,729
+55,269
+80% +$2.35M 1.06% 20
2023
Q4
$2.93M Buy
+69,460
New +$2.93M 1.32% 16